Institutional Ownership Essential Properties Realty Trust, Inc. (EPRT)
This table provides information about the institutional ownership of Essential Properties Realty Trust, Inc. (EPRT). We have compiled data on the 375 institutions that hold shares in the stock, with a total of 211 Million shares, which have been reported (via 13F filing form) to have a value of $6.42 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
2,292
shares
|
$68,691
0.01% of portfolio
|
Q2 2025
Reduced 7.91%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
2,267
shares
|
$67,941
0.02% of portfolio
|
Q3 2024
Reduced 4.43%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,162
shares
|
$64,795
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
2,081
shares
|
$62,367
0.0% of portfolio
|
Q2 2025
Added 7.94%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
2,056
shares
|
$61,618
0.0% of portfolio
|
Q1 2025
Added 2.8%
|
|
|
Heritage Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
1,550
shares
|
$46,453
0.0% of portfolio
|
Q1 2024
Added 29.17%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Jul 31, 2025 Q2 2025 |
1,391
shares
|
$41,688
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
1,385
shares
|
$41,508
0.0% of portfolio
|
Q2 2025
Added 18.99%
|
|
|
Franchise Capital LTD
Grand Cayman, E9 |
Jul 23, 2025 Q2 2025 |
1,287
shares
|
$38,571
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
1,211
shares
|
$36,293
0.01% of portfolio
|
Q4 2024
Added 215.36%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
1,132
shares
|
$33,926
0.0% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
1,052
shares
|
$31,528
0.0% of portfolio
|
Q2 2025
Added 55.39%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
946
shares
|
$28,351
0.0% of portfolio
|
Q2 2025
Added 10.39%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
923
shares
|
$27,662
0.0% of portfolio
|
Q2 2025
Reduced 2.84%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
880
shares
|
$26,373
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
876
shares
|
$26,253
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
867
shares
|
$25,983
0.0% of portfolio
|
Q1 2025
Reduced 9.97%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
816
shares
|
$24,455
0.0% of portfolio
|
Q2 2025
Added 22.16%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
778
shares
|
$23,316
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
776
shares
|
$23,256
0.0% of portfolio
|
Q2 2024
Added 52.16%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
672
shares
|
$20,139
0.0% of portfolio
|
Q2 2025
Added 182.35%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
658
shares
|
$19,720
0.0% of portfolio
|
Q2 2025
Added 9.3%
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
647
shares
|
$19,390
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
620
shares
|
$18,581
0.0% of portfolio
|
Q2 2025
Reduced 2.67%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
572
shares
|
$17,142
0.0% of portfolio
|
Q2 2025
Reduced 17.93%
|